Cloud Computing & Practice ManagementPresented by Superfluid Software Inc.

O P N - C L O U D S E M I N A R - J A N U A R Y 1 8 , 2 0 1 5

What is Cloud?

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‣ Cloud computing enables users to manage and process data securely over the internet, as opposed to a local disk

‣ Cloud technology has increased flexibility, allows constant access to your files, and can be used across different devices

‣ Cloud enables you to take your office with you at ANYTime, ANYWhere, and on ANYDevice.

Trends in the Industry

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89%

% OF LAWYERS USE SMARTPHONES FOR

THEIR PRACTICE (2012)

21%

% OF LAWYERS USE CLOUD SOFTWARE FOR THEIR PRACTICE (2012)

Lawyers are embracing technology to enhance their practice

Trends in Cloud Computing

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Mobile & cloud practice management solutions are

becoming common as lawyers strive towards

automation

Cloud solutions can increase overall

efficiency in a law practice

I.T. investments decrease costs, increase

competitiveness, and deliver better client

experiences

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Rise of Cloud ComputingWITH THE R ISE OF CLOUD COMPUTING, THERE ARE MANY BENEF ITS & CHANGES INTRODUCED

EASE OF IMPLEMENTATION &

MAINTENANCE

SIMPLE-TO-USE SOLUTIONS WITH

REAL-T IME SUPPORT

LOW COST SOFTWARE WITH MINIMAL

MAINTENANCE COSTS

FLEXIB IL ITY IN ACCESS TO & TRANSFER

OF DATA

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Value-Added Components

Online phone and fax services—

RingCentral, Join.MeEmail integration

Dropbox/Box/Google Drive

Integration

Payment portal integration—

SquarePractice

management

Add more value-added components - tech crunch article Terry sent.

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Adopting Cloud SoftwareWHEN ADOPTING CLOUD PRACTICE MANAGEMENT SOLUTIONS, YOU HAVE TO THINK L IKE A LAWYER.

YOU MUST CONSIDER :

‣ Roles & responsibilities once the cloud solution has been adopted

‣ Integration of the practice management solution with existing systems

‣ Effects on existing office costs; additional costs associated with implementing and maintaining the software

‣ Security practices to ensure your data is secure; how often back-ups occur, location of back-up systems, etc.

‣ Procedures regarding disaster recovery of data

Hosting Location

Security

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256-bit SSL Encryption

Robust Password

RulesBackup Strategy

Overview

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‣ uLawPractice is a complete practice management solution

‣ Includes Trust & General Accounting features, client matter & schedule management, dashboard & analytics, and form generation

‣ uLawPractice is a complete Canadian solution enabling law practitioners to take their office ANYWhere, at ANYTime, and on ANYDevice

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Pain Points

OPERATIONAL EFF IC IENCY ROI

‣ Revenue losses due to inefficient operating activities

‣ Unable to reduce high non-billable hours & generate revenues in a timely fashion

‣ Inability to manage practice remotely at a low cost

‣ Lack of a cross platform practice management solution

‣ 30% of time & money is wasted on manual management & generation of court documents

‣ Existing I.T. solutions have high setup and maintenance costs

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Our Remedy

OPERATIONAL EFF IC IENCY ROI

‣ Converting non-billable time into billable time, thus generating more revenue by automating manual tasks

‣ Providing an easy to use pay-as-you-go cloud solution that can be used ANYWhere at ANYTime on ANYDevice

‣ Relieving the lawyer from manual, repetitive data entry

‣ Replacing outdated legacy systems, thus reducing total cost of ownership

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The SolutionuLawPractice securely integrates all silos of practice management into a unified interface that can be

securely accessed from any browser or mobile device

‣ Quickly record/docket time, actions, and notes ‣ Keep track of future events, disbursements and client advances in a matter-centric interface

PRACTIT IONERS C AN…

‣ Provide faster access to information, client management, and matter and document generation

‣ Manage and generate general and legal trust accounting ledgers, journals, and other documents in compliance with the Law Society

‣ Generate invoices and legal documents in 1-click from ANYWhere‣ Proactively increase billing opportunities and reduce the billing cycle‣ Dramatically cut administrative overhead, thus increasing billable hours

THE SOLUTION WILL…

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The SolutionCOMPELL ING BENEF ITS

COURT FORM GENERATORSDASHBOARD & ANALYTICS

Our form generator, which includes Family Law, SCC, and Landlord and Tenant forms, is

Law Society-compliant

Reduce the billing cycle and ensure timely revenue

generation through uLawPractice’s reminders and

analytics

F INANCIAL TOOLS

A rich financial feature set including a Trust Accounting

module that eliminates the need for external accountants or

third-party accounting software

Reminders ensure the practitioner generates

revenue through punctual docket

generation and invoicing

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The ProcessVALUE PROPOSIT ION

Cloud infrastructure enables the software to be accessible with no

limitations

Embedded accounting features allows

practitioners to be practitioners, and uLaw to be the accountant

Existing matter information can be

populated into court documents (SCC,

Family Court Forms)

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The Advantage

No other practice management software has accounting integration as robust as

uLawPracticeLedger entries need not be

entered manually

Our automated form filler, which contains nearly 90% of all court forms, saves customers an

extensive amount of time

It saves customers time, and provides them with the

confidence of running their practice without requiring

extensive accounting knowledge

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The Process

CLIENT INTAKE

MATTER MGMT

FINANCIALREPORTING ANALYTICS

ULAWPRACTICE S IMPL IF IES ALL ASPECTS OF YOUR PRACTICE

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The Process

CLIENT INTAKE

ACQUIR ING CUSTOMERS FOR YOUR PRACTICE

‣ You have limited time in front of the client to obtain all of their information

‣ The Law Society requires your firm to complete specific documents while obtaining the client

‣ uLawPractice has all of these documents readily available and can populate them in a matter of seconds

‣ uLawPractice has an organized supported checklist of documents ensuring you capture all the relevant & required information

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The Process

MATTER MANAGEMENT

MANAGING THE DAILY OPERATIONS OF YOUR PRACTICE

‣ With dockets, disbursements, and critical documents available, you’re able to live within uLawPractice

‣ Easily generate disbursements and dockets, and complete the necessary documents in a matter of minutes and with the simple click of a button

‣ The provided court documents are increasingly efficient as they take in existing matter data and automatically populate specific forms

‣ A proactive and responsive docket system is available, that not only captures practice transactions but also converts the transaction into a revenue-generating factor

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The Process

FINANCIAL REPORTING

MANAGING YOUR PRACTICE ’S F INANCES

‣ Our financial reporting components have The Law Society’s guidelines built in to ensure all of your financial statements and activities are LSUC compliant

‣ These financial reporting systems also take it one-step further and keep you on top of your invoicing & billing cycles

‣ Based on existing matter data, it reminds you to invoice certain clients or move money from your Trust accounts/retainers

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The Process

ANALYTICS

MEASURING THE HEALTH OF YOUR PRACTICE

‣ Matter analytics empowers your law office to answer powerful questions by amalgamating the data collected in the previous components

‣ uLawPractice’s analytics provides deep information on how your practice is performing and enables you to stay in tune with trends

‣ With the data presented in analytics, your practice can take it to the next level and have the strength & knowledge of a big firm

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The Setup

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Testimonials

I was initially attracted to uLawPractice by pricing that is simply better than competitive, and I received a product that was superior to anything that I had ever imagined or expected.

CUSTOMER

David Lever, Director of PSO Ottawa, ON

The ability to docket time on the fly through mobile devices is a unique feature that is extremely useful. uLaw is certainly a good investment for a new lawyer as well as a timely change for a seasoned lawyer.

CUSTOMER

Vasu Naik, Barrister & Solicitor Ottawa, ON

uLaw is the perfect solution to the management of my law office. uLawPractice is very easy-to-use and is fast, reliable and offers free support. I recommend all my fellow legal practitioners to join me at uLawPractice.

CUSTOMER

Alain Tayeye, Barrister & Solicitor, Ottawa ON

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Testimonials

With uLaw’s web-based practice management service, you spend less time doing the books and have more time for your clients.

MEDIA ANALYST

Paralegal Scope Magazine March 2014

uLawPracticeuLawPractice is a Canadian cloud-based practice management solution enabling sole practitioners and small

law firms to more effectively manage their practice from ANYWhere, at ANYTime, using ANYDevice.

TO L E A R N M O R E , V I S I T U L A W P R A C T I C E . C O M

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ULAWPRACTICE & ONTARIO PARALEGAL NETWORKSPECIAL OFFER

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